Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,266 | $168,635+5.1% | $147,617+20.1% | $125,389+41.4% |
| Participation rate | 91.7% | 88.8%+2.9pp | 84.6%+7.0pp | 83.2%+8.5pp |
| Annual return | -0.16% | 77.65%-77.8pp | 61.98%-62.1pp | 282.24%-282.4pp |
| Employer contribution / active EE | $17,286 | $6,252+176.5% | $5,564+210.6% | $4,866+255.2% |
| Participant deferral / active EE | $1,712 | $5,507-68.9% | $4,895-65.0% | $5,352-68.0% |
| Admin fee / account holder | $24,367 | $13,580+79.4% | $11,612+109.9% | $9,541+155.4% |